Member Info for LWHL

Meh. Most ordinary holders probably did not bother to vote. I did not even look at the document this time.

While I retain my low opinion of the CEO, this is not an AIM stock, where you have no idea what type of scam or hustle might be sneaked into such documents :)

I took a few more off the table, because I now think 80p is not going to happen anytime soon.

Gut feeling is that the 76p ish we saw is going to turn out to be the year high.

More dry powder to buy more potentially, at a lower price range if I am right. Some further profits to take if I am wrong, with the allocation I have left.

But the BOD here are like angels compared to the lot over at PARA.

If anyone watched (the excellent) Succession, then you might wonder if it was a historical documentary, rather than a fictional drama :) GLA.

Hopefully we get a TR-1 soon showing a further reduced holding by TC. Could be a drag on the SP for a while, if they plan to exit entirely, or even dump another 5% or so.

Apart from some inside buying (which would be nice to see), everything else looks solid, to my mind.

Have set a buy order and will leave the SP to do what it wants in the meantime. The sun is shining. Best not to waste it, lol :) GLA.

I noticed that last night. It is IMO more likely that they increased, which took them to the threshold for disclosure, rather than a large initial short opened.

Not that I like seeing MW. Always a good idea to be somewhat cautious though, even (or indeed especially) when you are long a stock. And remember the 'sell in May' mantra.

We do not know that, but I agree this could be a good time to buy or add.

I am going to wait to see if we get that 200 DMA revisit or thereabouts, which I suggested the other day I felt might happen.

But if I liked the recent update, I would probably not wait in case it did not happen. Which is what I personally did, hence three small tranches so far. Time will tell. GLA.

Aren't they always? Lol. Meanwhile, another II that chose to be diluted, rather than participate in the recent dilutive raise, is RNS'd. Better late than never.

This reminds me of a scene in that series Sharpe, starring Sean Bean...'if we can wipe the name, perhaps we may wipe the shame'. Or words to that effect.

Different of course. The fictional South Essex regiment in that series had a track record of success before Wellington took the decision to change the name in that episode.

This one would better represent a battalion led by Sir Henry Simmerson exclusively :)

That is actually a really good idea. Has such a sketch been done before? Like a Bremner, Bird and Fortune type thing etc?

Making a comedy from a tragedy. The best of British :) One or two legal hurdles perhaps though, lol.

I have to agree, although equally, my bigger picture bearish macro outlook has certainly cost me some profits in a number of stocks in the past year or so.

Maybe they can pull off a soft landing? I am always willing to accept when I am wrong.

If they do manage to avert the type of outcomes that I have been anticipating (for a while), then I will have to find a way to recalibrate my thinking entirely. Would be preferable to being right though :)

Still plumping for the global debt pile to lead to a big event of some sort eventually. In the meantime, just going to keep trying to buy low and sell high. GLA.

And good old fashioned luck too. You can do all the research in the world, have patience and calm, but stuff does happen that sometimes even the best BOD do not see in time, or are powerless to overcome. Or good old fashioned fraud. Plenty of examples in the past (and probably/almost certainly in the present as well, yet to be exposed), where all of these good methodologies would not have saved you from losses.

The one thing everyone would probably agree on is not having all your eggs in one basket.

And I count shares, even in a diversified, multi sector portfolio, as one asset class.

Everyone on these chat boards will have taken some hefty losses at some point too, I would imagine.

Those still playing this game have learnt to adopt a strategy that works best for them. Which, for many of us, has not been a cheap process either :) GLA.

Just be careful trying to chase losses, mate. More likely to lose another 50% of what you have left, rather than get back to where you were, if you try and achieve it quickly. Whatever you decide, I hope it works out. GLA.

Sorry to hear that. The markets can be a tough place.

But if you cannot afford to make another investment mistake, then why not skip it altogether? Or plump for one of the global ETF's perhaps?

Some of the government bonds have a reasonable yield at the moment. Do you have any debt? Depending on the interest rates you are paying, reducing this or paying it off entirely, might be something else to consider.

Also, you do not sound like you are enjoying the stock market stuff, so another reason to perhaps take a step back for a bit.

None of the above is investment advice of course, your money, your choice, DYOR etc...but your post comes across as somewhat pained. I hope my post comes across in the sincere manner that it is intended.

Nice. Roughly 7% dividend here for you in that case I think? Either way, it sounds like you have a solid and considered strategy.

That is simple: they either think this has topped, or need the cash for something else, or are realigning their p/f as part of a risk management strategy.

I have done the latter many times in a stock I remain bullish on, when I feel I am overweight in it, for example.

Sure, it can be annoying sometimes when you see 'lost' profits when the SP continues to rise, but not as annoying as seeing larger profits vanish in a market sell off, or something else unforeseen that can change the bullish narrative.

If I had bought in the 90's, I probably would not be selling or trimming just yet.

If I had bought in the 50's or so? You bet I would! While leaving a decent slug to run from here.

But we all have to play the cards as we see them. GLA.

Ah look. Another RNS, but not one that covers the crucial questions that some investors and observers are actually waiting for, IMO.

It has some sentences in bold though, so it might get some fresh retail money in here. Get the price pumped up a bit, or at least stop it from reaching new all time lows.

Well, my loss in this one, while thankfully quite small, was nevertheless in a tax free wrapper, so no offset opportunities for me here!

I wish it had been free money. Where can I get some of that, short of becoming a politician? :)

Nope. Just following a trading range that has been enjoyably predictable for a little while now, IMO.

Technical patterns which will not last forever of course, but as a business, with the current leadership, it is a stock that I am satisfied to have as part of a small section of my p/f, irrespective of said current trading range.

Subject to the obvious caveats and not investment advice etc. GLA.

CJ39: The lack of updates since the final nail in the coffin Stal update (as far as I was concerned) is entirely in line with my expectations.

Indeed, the fund raise and name change underpin the belief that this is a full-blown lifestyle company, removing any doubt in my mind now anyway.

Dreadful dilution. Minimal inside buying. Overcompensated management, which is even less forgivable in the current circumstances.

The reason for the name change and the purchase of that entity, offering a rationale for the raise....well, it is not fooling many people it seems.

Or if you want to be more diplomatic - it is not winning over many hearts and minds.

But as I always say, this is AIM. Spin the wheel if you feel like doing so.

Well, if you get a 100% rise from here, that will still leave you short of where the SP was in late February.

200% rise will still be well short of where the SP was, even in mid February.

Oh, and if you listen carefully to the recording, you will detect how cautious the CFO is about the cash runway.

Nothing wrong with that in itself of course - but listen to the words that he uses. Does he sound like someone who feels supremely confident that they have ample room to manage costs until that break even point? IMO, he absolutely does not.

Even more telling IMO, was how Greg answered the question of whether the Directors were planning on buying shares. If you have not seen it already, it is worth the admission alone :)

We all have to draw our own conclusions of course, but if you have listened to this one and previous ones, on top of reading all the RNS's over the past couple of years, and still feel bullish, well, your money, your choice. GLA, over and out.

Not yet, IMO. Clear bear flag on the silver chart right now.

Will take some more lower down probably, but as I have said before, I am already very overweight here, so cannot go too big on the next FRES trade! GLA.

Anyone who still believes Greg's words, after all this time, after the historic performance to date, all the irregularities, after all the times he has failed to buy shares from his own pocket, even....well, it is going to be difficult to feel sorry for them, in the event this goes the way some of us think it ultimately will.

But time will tell, as it always does. GLA. Except the BOD.

Yep. Or 140p, if one were to hopefully be a little on the conservative side.

Not that I am going to start counting chickens....surefire way to seeing the little blighters catch bird flu, and there goes the profit :)